Paid-source views stay granular. Word of mouth and returning-client rows stay out of spend efficiency tables.
Spend = ad buy + agency fee combined. Cost per signed = spend / signed cases.
Monthly statsOne row per month: wanted cases, signed cases, spend, and fee output.
Paid source stats
Zip Rankings
Top zips combine intake volume, paid/unpaid mix, and resolved fee output.
Client Demographics
Signed clients use matter open date in the selected window. Age comes from matter age or live client DOB, and gender comes from the live client Account when populated.
Turn-Down Reasons And Intake Agents
Turn-down reasons
Intake agent groups
Attorney Metrics
All case types (not limited to auto). Includes open handling, open resolution, settlements, fees, cycle time.
Only Jon, Terry, Abigail, Nick, Payton, Trent, Austin, and Jimmy are included.
Note: Open handling/resolution split and aging data below use auto/wheels matters. Fee and cycle data include all case types from the summary export.
Current open handling agingPre-litigation and litigation distinguished. Status = Open, stage != Resolution.
Current open resolution agingStatus = Open and stage = Resolution.
Monthly Opens, Resolutions, MRI, And Forecast
Opens and resolutions are actuals. The forecast models each open matter individually based on stage, time on desk, attorney cycle time, case type, and MRI status.
Monthly opens vs resolutionsMatter opens use open date. Resolutions use latest resolution date per matter.
Current open MRI statusCounts and percentages across the current open snapshot for selected attorneys and channels.
6-Month Pipeline Forecast
Pipeline queue-drain model, not a trailing average. Each open matter is scored and ranked individually: Readiness scoring: Every open matter gets a readiness score combining two signals: (1) time on desk as a fraction of the attorney's historical median cycle, and (2) a stage-maturity floor (Resolution = 93%, Negotiation = 80%, Treatment = 35%, etc.). The higher the score, the closer to resolution. Queue drain: Matters are sorted by readiness (most ready first), then "resolved" at the firm's actual trailing throughput rate (~93/month). This means month 1 pulls the most-ready cases first, month 2 gets the next batch, and so on. No month can exceed what the firm historically handles. Value estimation: Each matter's projected fee uses the attorney's historical median fee, adjusted by: case-type multiplier (trucking 1.9x, motorcycle 1.9x, commercial 1.2x vs. standard auto), MRI completion status (+30% for completed), and a litigation/trial premium (+2.6x based on historical >300-day case fees). Capped at 5x attorney average to limit outlier distortion. New intake layer: Each month adds a small number of fast-turnaround new signings (~8% of trailing monthly sign rate) based on the P10 resolution time of ~62 days. Why revenue varies: Early months are dominated by late-stage, higher-value cases (Resolution, Negotiation, Litigation). Later months draw from earlier-stage, lower-value cases (Treatment, Demand Prep). This creates a natural downward slope in per-month revenue, which is realistic: the most valuable pipeline cases resolve soonest.
Notes And Internal Review Queues
Named review lists stay in the Litify source repo rather than this public Render surface. This section summarizes what exists and what still needs cleanup.